Editing and Deleting Job Templates

Article Contents

• Access Cleaners & Maintenance Job Templates
• Edit a Job Template
• Copy a Job Template
• Delete a Job Template

NOTE: 

• Job templates can be used to create job settings for automated and manually created jobs.
• See help article for how to create a job template.
• See Cleaners and Maintenance Overview for more information. 

Access Cleaners & Maintenance Job Templates 

• Navigate to Operations > Cleaners & Mx > Automation > Job Templates

Edit a Job Template

Step 1: Navigate to Operations > Cleaners & Mx > Automation > Job Templates

Step 2: From the dropdown menu on a job template line, click Edit Template

Step 3: Make changes within the job template. See Creating Job Templates for more information.

Step 4: Click Save Job Template

Copy a Job Template

Step 1: Navigate to Operations > Cleaners & Mx > Automation > Job Templates

Step 2: From the dropdown menu on a job template line, click Copy Template

Step 3: Update the Job Template name, make any additional changes needed within the job template. See Creating Job Templates for more information.

Step 4: Click Save Job Template

Delete a Job Template

Step 1: Navigate to Operations > Cleaners & Mx > Automation > Job Templates

Step 2: From the dropdown menu on a job template line, click Delete Template

Step 3: A box will pop up asking to verify deleting the template; click Delete Template

NOTE:

• The template will be removed from the list of available job templates.
• If a template is used by a rule for job automation, the rule will also be deleted and it will no longer automatically create jobs for that rule.